• Senior Retirement Plan Specialist

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …(FINRA) Series 99 - Operations Professional + FINRA Series 7 - General Securities Representative + Certified Investment Services Professional (CISP) ... procedures used in the securities industry + Principles of securities industry operations and financial services and products **Other Skills:** * Works to… more
    Raymond James Financial, Inc. (12/19/25)
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  • Registered Wealth Investment Services Associate

    Citigroup (Jacksonville, FL)
    …loop process. + Handles all inquiries/requests related to banking and /or investment operations - including placing unsolicited securities trades (Series 7 & 63 ... The Intermediate Associate Telesales Representative is a Client Service and Sales support...support from those teams. + Provides timely feedback to senior management to identify client pain points and barriers… more
    Citigroup (12/30/25)
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